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New guidelines recently set out by the ATO for tax practitioners have established new requirements to undertake client identity verification. These guidelines will protect tax practitioners and their clients from identity theft and related issues. Tax agents will be responsible for carrying out positive verification of identity under this new system.

This timely session will help you prepare for this change, covering:

• Why client verification is important for you and your clients
• What the new guidelines say and what obligations are imposed on tax practitioners
• A perspective from the regulators
• Practical pathways and solutions for meeting your obligations.

Panellists:

• John Ahern, CEO, InfoTrack
• Ken Kua, Assistant Director, ATO
• Nadja Harris, Senior Policy and Legislation Adviser, Tax Practitioners Board
  

Facilitator:

• Robyn Jacobson, CTA, Senior Advocate, The Tax Institute